Opinions Christine Poole
AlcoaAASELLSep 09, 2014
$17.11
Stock price when the opinion was issued
$65.55
As of Jun 10, 2026. Market Open.
non-base metal mining
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TOP PICK
He really likes commodities. There's a major commodity secular movement happening. Gold, silver, and uranium have all popped, and there's a rotation within the commodity space. All that AI stuff involves either rare earth or base metals.
This name is a base metal. Aluminum trade was soft for a while, but has picked up. These metals will be used everywhere, so he likes the demand. Yield is 1.08%.
Keith RichardsOwned
non-base metal mining
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Stockchase Research Editor: Michael O'Reilly This integrated producer of aluminum and the world's largest miner of bauxite is a TOP PICK. Recently reported earnings support a 30% ROE and cash reserves are growing, while the company buys back shares and retires debt. It trades at 10x earnings compared to peers at 21x and is valued at 1.5x book. We recommend placing a stop loss at $31, looking to achieve $60 -- upside of 25%. Yield 0.8% (Analysts’ price target is $78.64)
non-base metal mining
BUY
This has done very well and is probably a Sell. Aluminium prices increased by about 15%-20% in the last 3 months, due to some production curtailment. This is one commodity that China produces domestically. Capitalization in this industry is quite low at about 78%, which means there is plenty of capacity out there.